Dave Grant

These two platforms can help give your practice a boost.

These two platforms can help give your practice a boost.

"The past couple of years have been the hardest of my life,” says planner Dave Grant, who has changed his business model and his personal approach to solving problems.

Looking to reach out to more potential clients, adviser Dave Grant tests two new platforms: Snappy Kraken and Twenty Over Ten

It all comes down to deciding on how you’re most comfortable marketing to prospective clients.

Clients want and need someone to be honest about their own experiences. If you can show some vulnerability and offer personal insights, their engagement will increase.

Is it time to try for another target market? Or just become a generalist? Forsaking current branding and marketing should not be taken lightly.

It’s important for advisers just starting a practice to understand that times may be hard, lonely and often without reward.

Collective investment trusts have been gaining popularity as an alternative to mutual funds.

Collective investment trusts have been gaining popularity as an alternative to mutual funds.

Sometimes young planners realize they don’t want to manage a book of clients forever. Here are ways they can go without leaving the profession entirely.

Voices: an advisor earning a high single-figure commission from a variable annuity product should become a thing of the past.

Growing organically might be cheaper but it takes time, effort and marketing.

Advisors should go behind the music before signing up tomorrow's stars.

In order to gain the most referrals, it is no longer enough to just cultivate a niche.

A columnist is surprised by what he learns about his own practice when he hires a planner for his family’s finances.

Similar to mutual funds, but for a fraction of the price, collective investment trusts can make a big difference to a portfolio.

Finance for Teachers Network helps advisors provide fiduciary financial advice to educators.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

The benefits gained from technology should make the expense worth it.